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| Happy Holidays!! thanks for using AUM13F!! |
| PCM Management Advisor LLC
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| CRD # | 323946 |
| SEC # | 801-133750 |
| CIK # | |
| AUM | $7.6 B (2025-07-31) |
| Employees | 39 (59% Investors, 0% Brokers) |
| Phone | 440-528-0333 |
| Address | 57 E Washington Street Chagrin Falls, OH 44022 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 24 | 7.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 25 | 7.6 |
| By Discretionary | ||
| Discretionary | 24 | 7.6 |
| Non-Discretionary | 1 | 0.1 |
| Total | 25 | 7.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 7.6 | |
| Total | 25 | 7.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| Ryan Lepene | 10 | |||
| Jeffrey Howard | 8 | |||
| F Mandel | 8 | |||
| Peppertree Capital Fx LP | 4 | |||
| Peppertree Capital Fix | 3 | |||
| Jeffrey Milius | 3 | |||
| Kevin McGinty | 3 | |||
| Inc Peppertree Capital IX | 3 | |||
| Peppertree Capital SDF LLC | 2 | |||
| Peppertree Capital FV LP | 3 | |||
| View All | ||||
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